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For Companies At a Glance
- Tasks: Support Financial Advisors and Paraplanners while managing client queries and documentation.
- Company: Join a Chartered Wealth Management firm dedicated to responsible investing in West Essex.
- Benefits: Enjoy hybrid working with flexibility, plus opportunities for professional growth.
- Why this job: Make a real impact in financial advice while developing your skills in a supportive environment.
- Qualifications: Level 4 qualification or close, with experience in financial services administration preferred.
- Other info: Be part of a growing team and engage in exciting projects like training new staff.
The predicted salary is between 20000 - 30000 £ per year.
Job Description
Fram is excited to partner with a Chartered Wealth Management company based in West Essex. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Client Manager/ junior paraplanner to join their Advisor Support team. This opportunity has arisen due to a member of the client servicing team retiring this year and growth. The company offers hybrid working, with Tuesdays, Wednesdays, and Thursdays in the office, and Mondays and Fridays working from home. It is a role that requires a strong financial planning background, candidates to be level 4 of very close too with a desire to deal with clients as you will be the main point of contact for them on day-to-day queries.
If you're passionate about making a difference in the world of financial advice, this is an incredible opportunity to grow your career in a company committed to responsible investing.
Key Responsibilities:
- Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners.
- Act as the main point of contact for a bank of clients when Advisors are unavailable.
- Deal with annual reviews and ensure all necessary actions are completed promptly.
- Process new business applications and manage client information.
- Assist in writing basic reports and maintaining documentation.
- Perform general office duties.
- Sit in on some client meetings to provide support and take detailed notes.
- Act as a liaison between clients, product providers, and the advisory team.
An ideal candidate with have a number of years’ experience as a financial services administration or paraplanner preferably level 4 or very close too. Will have a strong technical knowledge of advice and a working knowledge of platforms. Have a proactive mindset like taking on additional projects like training of new staff and of being involved in the investment committee.
Trainee Paraplanner / Client services employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner / Client services
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and platforms that the company uses. This knowledge will not only help you stand out during interviews but also demonstrate your proactive approach to understanding their operations.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience as paraplanners or client managers. Engaging with them can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your experience with high net worth clients and how you've managed client relationships in the past. Highlighting your ability to handle sensitive information and provide excellent service will be crucial.
✨Tip Number 4
Show your enthusiasm for responsible investing and how it aligns with your values. Being able to articulate why this matters to you can set you apart as a candidate who is genuinely interested in the company's mission.
We think you need these skills to ace Trainee Paraplanner / Client services
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements. Highlight your relevant experience in financial planning and client management in your application.
Tailor Your CV: Customise your CV to reflect your experience as a Client Manager or paraplanner. Emphasise your technical knowledge, administrative skills, and any relevant qualifications, especially if you are level 4 or close.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your proactive mindset. Mention specific examples of how you've supported clients or contributed to team projects in previous roles.
Proofread Your Application: Before submitting, thoroughly proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Fram Search
✨Show Your Financial Knowledge
Make sure to brush up on your financial planning knowledge before the interview. Be prepared to discuss specific financial concepts and demonstrate your understanding of the industry, especially as it relates to High Net Worth clients.
✨Highlight Your Client Management Skills
Since you'll be the main point of contact for clients, it's crucial to showcase your experience in client management. Share examples of how you've successfully handled client queries and built strong relationships in previous roles.
✨Demonstrate Proactivity
The company values a proactive mindset, so come prepared with examples of how you've taken initiative in past positions. Whether it's training new staff or leading projects, showing that you can go above and beyond will set you apart.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
